Universe · entity
Renaissance Investment Group LLC
Institutional manager (13F) · CIK 1509508
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $453M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | BROADCOM INC | $25M | 79,968 |
| 2 | ALPHABET INC | $23M | 80,107 |
| 3 | TJX COS INC NEW | $21M | 133,011 |
| 4 | COSTCO WHOLESALE CORPORATION | $20M | 20,545 |
| 5 | GE VERNOVA INC | $18M | 20,506 |
| 6 | APPLE INC | $17M | 68,633 |
| 7 | MICROSOFT CORP | $17M | 45,663 |
| 8 | NVIDIA CORPORATION | $17M | 95,074 |
| 9 | RTX CORPORATION | $15M | 79,322 |
| 10 | HOWMET AEROSPACE INC | $15M | 64,264 |
| 11 | CRH PLC | $14M | 136,768 |
| 12 | UNITED RENTALS INC | $13M | 17,575 |
| 13 | TE CONNECTIVITY PLC | $13M | 61,136 |
| 14 | THERMO FISHER SCIENTIFIC INC | $13M | 25,724 |
| 15 | HOME DEPOT INC | $13M | 38,377 |
| 16 | INTUITIVE SURGICAL INC | $13M | 27,379 |
| 17 | TRANE TECHNOLOGIES PLC | $12M | 29,444 |
| 18 | CROWDSTRIKE HLDGS INC | $11M | 29,422 |
| 19 | LEIDOS HOLDINGS INC | $11M | 71,526 |
| 20 | VISA INC | $11M | 36,326 |
| 21 | BOOKING HOLDINGS INC | $11M | 2,593 |
| 22 | CARPENTER TECHNOLOGY CORP | $11M | 27,218 |
| 23 | XYLEM INC | $10M | 83,403 |
| 24 | NEXTERA ENERGY INC | $10M | 102,719 |
| 25 | GALLAGHER ARTHUR J & CO | $9M | 41,844 |
| 26 | TETRA TECH INC NEW | $9M | 295,017 |
| 27 | ENTERPRISE PRODS PARTNERS L | $9M | 228,710 |
| 28 | NXP SEMICONDUCTORS N V | $8M | 38,877 |
| 29 | CHURCH & DWIGHT CO INC | $7M | 80,198 |
| 30 | MARTIN MARIETTA MATLS INC | $7M | 11,724 |
| 31 | CAMECO CORP | $7M | 61,365 |
| 32 | DANAHER CORP DEL | $7M | 34,626 |
| 33 | NEWMONT CORP | $6M | 56,274 |
| 34 | ALPHABET INC | $5M | 19,102 |
| 35 | UNION PAC CORP | $5M | 21,736 |
| 36 | EXXON MOBIL CORP | $3M | 15,240 |
| 37 | STATE STR SPDR S&P 500 ETF T | $2M | 3,672 |
| 38 | ZOETIS INC | $2M | 19,153 |
| 39 | ABBVIE INC | $2M | 9,842 |
| 40 | META PLATFORMS INC | $2M | 2,630 |
| 41 | JOHNSON & JOHNSON | $1M | 5,917 |
| 42 | CISCO SYS INC | $1M | 14,516 |
| 43 | PEPSICO INC | $1M | 7,048 |
| 44 | AUTOMATIC DATA PROCESSING IN | $1M | 5,068 |
| 45 | ABBOTT LABORATORIES | $965k | 9,401 |
| 46 | MERCK & CO INC | $942k | 7,833 |
| 47 | MCDONALDS CORP | $906k | 2,916 |
| 48 | ELI LILLY & CO | $865k | 940 |
| 49 | STATE STR SPDR S&P MIDCAP 40 | $855k | 1,387 |
| 50 | BLACKSTONE INC | $851k | 7,400 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.